JFS Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22K | Sell |
7
-2
| -22% | -$2.35K | ﹤0.01% | 926 |
|
|
2025
Q1 | $10.6K | Buy |
9
+3
| +50% | +$3.54K | ﹤0.01% | 862 |
|
|
2024
Q4 | $7.34K | Sell |
6
-2
| -25% | -$2.45K | ﹤0.01% | 963 |
|
|
2024
Q3 | $12K | Hold |
8
| – | – | ﹤0.01% | 794 |
|
|
2024
Q2 | $11.2K | Buy |
8
+3
| +60% | +$4.19K | ﹤0.01% | 767 |
|
|
2024
Q1 | $6.66K | Sell |
5
-1
| -17% | -$1.33K | ﹤0.01% | 981 |
|
|
2023
Q4 | $7.28K | Hold |
6
| – | – | ﹤0.01% | 900 |
|
|
2023
Q3 | $6.65K | Sell |
6
-3
| -33% | -$3.33K | ﹤0.01% | 877 |
|
|
2023
Q2 | $11.8K | Sell |
9
-1
| -10% | -$1.31K | ﹤0.01% | 683 |
|
|
2023
Q1 | $15.3K | Hold |
10
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $14.5K | Buy |
10
+1
| +11% | +$1.45K | ﹤0.01% | 599 |
|
|
2022
Q3 | $10K | Buy |
9
+1
| +13% | +$1.11K | ﹤0.01% | 730 |
|
|
2022
Q2 | $9K | Buy |
8
+3
| +60% | +$3.38K | ﹤0.01% | 804 |
|
|
2022
Q1 | $7K | Buy |
5
+2
| +67% | +$2.8K | ﹤0.01% | 926 |
|
|
2021
Q4 | $5K | Buy |
+3
| New | +$5K | ﹤0.01% | 804 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | -$5K | – | 475 |
|
|
2019
Q1 | $5K | Buy |
+7
| New | +$5K | ﹤0.01% | 392 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | -$3K | – | 581 |
|
|
2016
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 489 |
|